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Castellan Real Estate PartnersAgra, INJob Title : Loan Package Specialist
Location : Remote, India
Work hours : Eastern Standard Time
Company Overview :
The Company is a US based fully integrated real estate investment and development firm with business lines devoted to real estate investments, development, lending, and property management with an emphasis on affordable housing development. The Company has invested in equity and debt real estate transactions with a market value of more than $2 billion. With a team of highly skilled professionals, the Company strives to combine unique vision, market knowledge, and a keen ability to execute any rehabilitation or new construction real estate developments including section 42 low-income housing tax credit deals.
About the Role :
We are seeking a detail-oriented Loan Package Specialist with 4-5 years of experience to manage the preparation and submission of loan applications for leverage providers. This role requires strong coordination skills to engage with appraisers, legal professionals, and insurance companies , ensuring compliance with financial and legal requirements.
Key Responsibilities :
Loan Package Preparation : Compile, review, and submit loan application packages to banks and financial institutions.
Third-Party Coordination : Liaise with appraisers, legal professionals, and insurance agencies to obtain and review necessary reports.
Documentation Review : Verify all incoming documentation for accuracy, completeness, and compliance with lender and legal requirements.
Stakeholder Communication : Maintain clear and timely communication with internal and external stakeholders to ensure a smooth loan processing workflow.
Issue Resolution : Identify and resolve any challenges that arise during the loan application process.
Qualifications & Skills :
- Education : Bachelor's degree in Finance, Accounting, Business Administration, Real Estate, or a related field .
- Experience : 4-5 years of experience in loan underwriting, financial documentation, or mortgage processing (preferably in real estate or commercial lending).
- Industry Knowledge : Strong understanding of banking, legal, and insurance requirements related to loan approvals.
- Technical Skills : Proficiency in financial modeling preferred, loan structuring, and document management systems .
- Attention to Detail : Ability to review complex financial and legal documents for accuracy and compliance.
- Organizational & Multitasking Abilities : Capable of managing multiple transactions, meeting tight deadlines, and working in a fast-paced environment.
- Communication & Coordination : Strong written and verbal communication skills with the ability to collaborate effectively with lenders, attorneys, appraisers, and insurance providers.
This is a great opportunity for a professional who thrives in a structured, high-paced environment and enjoys working with multiple stakeholders.